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Table of Contents


Info
titleOverview
Dashboards provides at-a-glance views that organises and presents information in a way that is easy to read, showing a graphical presentation of the current and required statuses across several Lucidity Software modules.

INTRODUCTION

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Shared Features: Dashboard Overview


Dashboards are used to track key data points relevant to a business, department or specific process. Through the use of graphs, lists and tables, Dashboards simplify complex data sets to provide users with at-a-glance awareness of current performance. Widgets are used to describe the variety of different items that can be added to a Dashboard. Widgets display information that enables a user to perform a function or access a set of information and can be edited or filtered to only display certain information.

The Dashboard and Widgets functionality is available in several modules of Lucidity Software including:

  • Lucidity Incident
  • Lucidity InForm
  • Lucidity Competency
  • Lucidity Risk

PERMISSIONS

Permissions for administrators for all Lucidity modules are set via Lucidity Access and are generally configured by the System Administrator. A typical set of Permissions for Dashboards would be: 

USER LEVELVIEW DASHBOARDSCREATE OWN DASHBOARDSMANAGE OWN DASHBOARDS AND WIDGETSCREATE DASHBOARD TEMPLATESMANAGE DASHBOARD TEMPLATES
Dashboard Read-Only Widgets UserY



Dashboard Widgets UserYYY

Dashboard Template ManagerYYYYY

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CREATE DASHBOARDS

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Shared Features: Create Dashboards

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Dashboards can be created by either utilising an existing Dashboard Template created by an Administrator or by creating a new one.

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DASHBOARD TEMPLATES

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Shared Features: Dashboard Templates

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Dashboard Templates can be used to provide a starting point for users to access a pre-populated Dashboard. Once a Dashboard Template has been selected by a user, they can be modified by the user with no effect on the Template. Templates will be accessible by all users with Dashboard functionality.

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